BOCA RATON, FLA. (PRWEB) APRIL 26, 2021
Jeremy Paul, JD, CFP®,CDFA®,AIF® was recently named to the Barron’s list of Top 1,200 Financial Advisors and as a Forbes’s Best-In State Wealth Advisor.
“It’s an honor to be recognized by both Barron’s and Forbes as a Top Advisor in the country” said Jeremy.
“Thoughtful wealth management and financial planning are so important in these difficult and uncertain times. As fiduciaries, our top priority has always been to work with our clients to develop holistic planning strategies that empower each client to meet their financial and life goals.“
With national offices and a growing team of 50, Perigon is headquartered in San Francisco. Jeremy added:
“The acknowledgments importantly reflect the strength of all of our partners and team members at Perigon. We are incredibly grateful for the support of our clients, strategic partners, custodians, and vendors who have helped elevate Perigon to the top of the industry.“
The Barron’s rankings methodology is based on assets under management, revenues, quality of advisors’ practices, regulatory records, internal company documents, and 100-plus data points provided by advisors themselves.
The Forbes Best-In-State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
About Perigon Wealth Management, LLC
Perigon Wealth Management is a San Francisco based SEC registered RIA. Named by Financial Times as a Top 300 RIA, Perigon is a leader in providing financial and retirement planning services to individuals and families across the country.